The third study of our Peaks Research series evaluates 10 of the top wealth platforms serving the wealth management community, highlighting their ideal customer personas, strengths, opportunities to improve their offering, and relative market positions.
John O'Connell participated in a webinar with Practifi discussing AI in Wealth Management. Watch the webinar replay to learn how to harness AI for efficiency while protecting your firm and your clients.
Watch this webinar replay with John O'Connell of The Oasis Group, Ron Keusch of AllocateRite, and Sheryl Rowling of Morningstar, and learn the ins and outs of tax loss harvesting – especially during times of market volatility.
In the 2025 WealthManagement.com Industry Awards, often referred to as the Wealthies, John O'Connell was named a finalist for Professional Services Firms CEO of the Year, and The Oasis Group was named a finalist for Industry Research Providers
John O'Connell will be leading a panel on AI and data, as well as a CTO Think Tank, at the 2025 Wealth Management EDGE conference in Boca Raton, Florida, June 10-12, 2025.
John O'Connell wrote this bylined article for Advisor Perspectives by VettaFi, where he discusses the application of AI, specifically Claude, to generate a Monte Carlo retirement simulation. He details how he used Claude to create a retirement simulation for a hypothetical couple.
The wealth management industry is early in the beginning of its technological transformation driven by artificial intelligence (AI). AI notetakers were the technology advancement of 2024 and AI chatbots are the advancement of 2025. Find out more in this latest Peaks Perspective.
John O'Connell authored this recent article for Wealth Solutions Report where he shares how monthly and subscription-based fees have advantages for financial advisors compared to traditional quarterly billing in light of the tariffs and recent market turbulence.
Monte Carlo simulations have become an invaluable tool for financial advisors and individuals in the complex world of retirement planning. Recently, we had the opportunity to leverage Claude, a powerful AI assistant, to create a sophisticated retirement simulation for a hypothetical couple.
John O'Connell authored this article for Wealth Solutions Report, covering Robinhood's strategic expansion into the wealth management space with the launch of Robinhood Strategies and acquisition of TradePMR - which signals a direct challenge to the traditional RIA model.
